Larry B.
10/19/2018
I've heard Matt discuss the importance of not only planning for one's retirement, but how to be the most tax efficient as well. His experience and Northern AZ roots is a great choice for many....
Strategic Financial Planning
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2710 W State Route 89A Ste D
Sedona, AZ 86336
Strategic Financial Planning is a team of CERTIFIED FINANCIAL PLANNER professionals based in Sedona, AZ, specializing in retirement income, tax-efficient distribution strategies, risk management, investing, conservation, and wealth transfer strategies. With a fiduciary duty to their clients, they prioritize their clients' benefits and provide full disclosure of all material facts, ensuring their clients' best interests are always at the forefront. Their personalized approach involves educating clients on their financial options and customizing plans to match their unique goals and opportunities.
The team at Strategic Financial Planning includes Colin Hughes, a CFP and Financial Advisor with expertise in retirement planning, and Matthew T. McMahon, a CFP professional specializing in personalized retirement income plans and Social Security planning. They are joined by Franky Lynch, a Financial Advisor with a people-first philosophy and a passion for helping families and businesses achieve financial freedom. With their extensive knowledge and experience, Strategic Financial Planning offers comprehensive financial planning services to help clients establish rewarding financial plans for a better tomorrow.
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